Our Process

Our client process is designed to help us obtain a deep understanding of how best to invest for you, and to put that understanding to work while keeping you informed and engaged as we help you reach your goals.

  • Establishing the Relationship. Relationships based on clear communication and trust are at the center of our service. We begin by defining our responsibilities and yours. We explain our compensation arrangement and we agree on how decisions will be made.
  • Gathering Data. We then work closely with you to understand your goals and expectations. We will ask about your personal and financial goals and attitude about risk. And we'll gather all necessary documents before giving advice.
  • Analysis. Next, we evaluate the information we've received and determine the steps needed to achieve your goals. This assessment may include analyzing your assets, liabilities and cash flow, current insurance coverage, investments and tax strategies.
  • Presenting Our Recommendations. We'll then offer customized financial planning recommendations, reviewing them carefully with you. During this step, we listen to any concerns you may have, and revise our recommendations as appropriate.
  • Implementation. At this stage, we will discuss how to carry out the recommendations. In some instances, we will serve as a "coach, " coordinating services with professionals such as attorneys or accountants.
  • Monitoring. Finally, we will discuss monitoring progress toward your goals. We will report to you regularly and adjust recommendations as needed.



Crosspoint Financial, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Crosspoint Financial, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Crosspoint Financial, LLC unless a client service agreement is in place.
Crosspoint Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Crosspoint Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
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